TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

Techtalk

PLANNING WITH THIRD PARTY CONTRIBUTIONS

We explain the tax treatment of third party pension contributions – and illustrate some planning opportunities.

FAQS: PENSIONS & INTERNATIONALLY MOBILE MEMBERS

A round up of our frequently asked questions relating to workplace and individual pension scheme members who are moving abroad.

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BRIDGING THE RETIREMENT SAVINGS GAP WITH THE SELF-EMPLOYED

Insights from our survey of self-employed workers on their attitudes to retirement and retirement savings. Plus our thoughts on initiatives to bridge the savings gap.

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PENSION PLANNING AT THE END OF THE TAX YEAR

An example-based summary of end of tax year planning opportunities that utilise pension contributions.

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IT’S TIME TO START TALKING ABOUT FINANCIAL RESILIENCE IN 2020

A summary of the Resilience Taskforce’s findings – following the conclusion of its work with the Money and Pensions Service on the national Financial Capability Strategy.

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PROTECTION AND IHT PETS

We explain the key potentially exempt transfer and taper relief rules. Then illustrate how protection policies in trust can provide funds to pay IHT linked to lifetime gifts.

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TAX-FREE CASH BEYOND AGE 75

Post 75 tax-free cash is increasingly available from pension schemes. Some of the essential aspects of this functionality are considered.

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TIMING IS EVERYTHING: SELF-EMPLOYED AND SAVING FOR RETIREMENT

A summary of how pension tax relief and self-employed taxation interact.

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DEFINED BENEFIT ADVICE AND CP 19/25 – THE FCA STRIKES BACK!

We examine the FCA’s DB advice consultation paper, CP 19/25, including the significant proposal to introduce a contingent charging ban and make transfers into workplace schemes the default.

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